Animal Segmentation

Here is my interpretation of using Animal Segmentation to maintain a portfolio of products according to their trading behaviour, i.e. a Jack Rabbit, low volume, high volatility is up and down and exhibits erratic behaviour, whereas a Horse exhibits high volume and low volatility, a good runner - it is a fun and a little more memorable than using ABCD XYZ Analysis. All that is required is the last 12 Months of Actuals by Product and the formula for Total Actuals (SUM, Sorted Descending), Volatility (COV, the Coefficient of Variation), Share (Percentage of the Total Actuals divided by the SUM of all Actuals), Volume (Portfolio Share which is a cumulative SUM of the Share) and Animal Segmentation (a logical Decision Matrix). This is an example by Product but by adding one-to-one additional data like Category and Pack Type, you can then slice your Portfolio any way that you like to see the Animal Segmentation at that level. You should Segment for the Portfolio that you Plan i.e. ALE, LAGER, CIDER, GAS, SNACKS, SUNDRIES, Large Pack, Small Pack, CASK, KEG, Bottle, CAN etc. but if reporting for a Business Sector or an entire Business Unit you should Segment at that level by SKU

Demonstrated in an Excel Workbook with 2 Charts and 2 example Worksheets including a Table example